CODA

Coda Octopus Group INC

+$13.1M

Net Activity

Institutions Holding

64

Popularity Rank

#5421

Avg Weight

0.03%

Total Value

$30.1M

Ownership Trend

64 institutions currently hold CODA, with 43 net buyers and 20 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

20

Net Buying Institutions

43

Key Holders

Key Holders

Top 5 by Value

VC
Vanguard Capital Management LLC
$3.0M
MW
Marshall Wace, LLP
$2.9M
EI
Essex Investment Management Co LLC
$2.1M
SI
Sei Investments Co
$1.7M
AC
Archon Capital Management LLC
$1.6M

Top 5 by Conviction

AC
Archon Capital Management LLC
0.89%
EI
Essex Investment Management Co LLC
0.34%
CC
Connective Capital Management, LLC
0.21%
RR
Round Rock Advisors LLC
0.20%
GP
Grandeur Peak Global Advisors, LLC
0.17%
View all 64 holding institutions

Quarterly Activity

Recent Activity

+$21.6M

Total Buy Value

$6.5M

Total Sell Value

New buy28
Trim9
Add15
Sold out11

43

Net Buyers

20

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-06
2026-07-06

Coda Octopus Group, Inc. has appointed Mark Kelly as its new Chief Financial Officer, effective August 3, 2026, subject to a three-month probationary period. He succeeds retiring Interim CFO Gayle Jardine. Mr. Kelly brings finance experience from pharmaceutical and insurance companies, including Medac Pharma and Chubb Insurance. His compensation includes an annual base salary of £165,000 (approximately $218,625), discretionary bonuses, and a $40,000 restricted stock grant vesting over two years.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding CODA OCTOPUS GROUP INC (CODA)?
Major stakeholders currently include Vanguard Capital Management LLC ($3.0M), Marshall Wace, LLP ($2.9M), Essex Investment Management Co LLC ($2.1M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in CODA.
What is the overall institutional sentiment toward CODA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $13.1M, driven by 43 managers accumulating shares while 20 reduced their exposure.
Which institutions have been selling or reducing their CODA positions?
In the latest period, 9 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $6.5M.
Are there any notable investors adding CODA to their portfolios?
Yes, buying activity remains notable. 28 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.6M.

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